Consolidated Portfolio Review Corp’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Consolidated Portfolio Review Corp’s Portfolio BIT Stock Details BIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,583	Closed	-$174K	–	285
2023 Q4	$174K	Sell	11,583 -2,113	-15%	-$31K	0.04%	290
2023 Q3	$198K	Sell	13,696 -1,002	-7%	-$14.7K	0.05%	300
2023 Q2	$211K	Buy	+14,698	New	+$213K	0.05%	291

Other funds holding BIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Consolidated Portfolio Review Corp's BIT Position: Q1 2024 in Review

Consolidated Portfolio Review Corp sold out of BlackRock Multi-Sector Income Trust (BIT) in Q1 2024, closing a stake of 11,583 shares — an estimated $174K sold.

Consolidated Portfolio Review Corp first reported a position in BIT in Q2 2023 and held it in 3 quarters. The position peaked at $211K in Q2 2023. 77 funds tracked by Wall St. Rank hold BIT as of Q1 2024.

Consolidated Portfolio Review Corp reported no remaining BlackRock Multi-Sector Income Trust position as of Q1 2024 after selling out during the quarter.
Consolidated Portfolio Review Corp sold 11,583 BlackRock Multi-Sector Income Trust shares in Q1 2024, an estimated $174K.
Consolidated Portfolio Review Corp first reported a position in BlackRock Multi-Sector Income Trust in Q2 2023 and held it in 3 quarters.
Consolidated Portfolio Review Corp's BlackRock Multi-Sector Income Trust position peaked at $211K in Q2 2023.
77 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q1 2024.

Based on Consolidated Portfolio Review Corp's 13F filing for Q1 2024, filed 30 Apr 2024.